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John Taylor Wortham

Patriot Investment Management Group Inc

Knoxville, TN

CRD 5927099

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Employer firm

Patriot Investment Management Group Inc CRD 112155

$1.91B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Patriot Investment Management Group Inc

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-30
LA RA APPROVED 2012-11-15
TN RA APPROVED 2011-06-30
  • TX RA
    APPROVED_RES
    Since 2025-10-30
  • LA RA
    APPROVED
    Since 2012-11-15
  • TN RA
    APPROVED
    Since 2011-06-30

Branch Locations

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patriot Investment Management Group Inc Knoxville TN 06/2008 Present
Patriot Investment Management Group Inc Knoxville TN 04/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-29
  • S65 Uniform Investment Adviser Law Examination
    2011-06-29

View on SEC IAPD

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STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

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